This workflow is for hotel managers, travel agencies, and hospitality teams who receive booking requests via email. It eliminates the need for manual data entry by automatically parsing emails and attachments, assigning booking cases to the right teams, and tracking performance metrics.
This workflow uses a Google Sheets document with four main tabs to track and manage hotel booking requests.
Each tab serves a specific purpose to keep data organized, transparent, and easy to audit.
This is the main data log for all incoming booking requests.
Each row represents a unique case extracted from an email or attachment.
Columns include:
case_id → Unique case identifier generated by the workflow
processed_date → Timestamp when the workflow processed the booking
travel_agency, contact_person, contact_email, contact_phone → Contact details extracted from the email
number_of_rooms, check_in_date, check_out_date, total_nights, total_guests → Booking details parsed by the AI
special_requests → Optional notes or preferences (e.g., airport transfer, room type)
assigned_team, team_email, priority, status → Automatically set based on business rules
days_until_checkin → Dynamic field showing urgency (calculated in workflow)
original_sender, original_subject → Email metadata for traceability
🟢 Purpose: Acts as the central database for all bookings, allowing the team to filter, report, and follow up directly from Google Sheets.
Stores internal routing and assignment details for each booking case.
It ensures bookings are sent to the correct handling team based on predefined logic.
Columns include:
timestamp → When the case was routed
case_id → Link to the corresponding record in the Cases tab
assigned_team, team_email → Which department or team handles this request
priority → Auto-set based on room count or urgency (High, Medium, Normal)
number_of_rooms, travel_agency, check_in_date → Key booking fields for quick review
🟢 Purpose: Helps hotel managers visualize team load, response rates, and distribution of cases.
This sheet is a critical audit trail that captures details about any failed processing steps or instances where the input data was incomplete or malformed.
It acts as a safety net to ensure no booking request is permanently lost due to a technical error or missing information.
Key columns include:
timestamp → The exact moment the error occurred during the workflow run.
error_type → A categorization of the failure (e.g., MISSING_REQUIRED_FIELDS).
error_message → A detailed technical explanation of why the process failed (e.g., "Missing required fields: check_in_date, check_out_date"). This is essential for debugging!
original_subject → The subject line of the original email, helping you trace the error back to the source.
original_sender → The email address that sent the request.
email_snippet → A short excerpt of the email body (or the first few lines) for immediate context.
🟢 Purpose: Ensures data integrity and non-loss of requests. It provides developers (like you!) with the necessary information to quickly identify, debug, and fix issues, allowing you to manually process the affected booking if needed.
This sheet is where the results of your automation are tracked to prove its value and monitor its performance over time.
It transforms raw process data into key performance indicators (KPIs).
Key columns include:
timestamp → When the successful action was recorded.
case_id → Link to the corresponding booking in the Cases tab.
processing_time_seconds → The time savings achieved by the automation, measured in how long the workflow took to run versus how long a human would typically take. I think this is a super important metric for showing the value of automation!
assigned_team → The team that eventually handled the successfully processed booking.
priority → The priority level of the case.
number_of_rooms, email_sent, record_updated → Flags or values indicating successful actions within the workflow (e.g., YES under record_updated means the main Cases sheet was successfully updated).
🟢 Purpose: Acts as the reporting backbone for the workflow. It allows the business to measure the efficiency, speed, and accuracy of the automated process, providing clear data on the Return on Investment (ROI) of your work.
If you encounter any issues during setup, have questions about customization, or want to discuss integration with other systems (like ServiceNow!), please reach out to our dedicated support email: [email protected]